Survey of Trends

Survey of Trends

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Survey of Trends

Survey of Trends

in the Financial Planning Industry

 

Since 1996, the College has surveyed financial planners including CFP® certificants and graduates of our own professional designation programs and MS programs. The goal is to analyze trends in the industry including planner profiles, career satisfaction, client profiles, and earnings.

One of the most important (and requested) facets of the yearly survey of trends is the before and after earnings chart for the CFP® certification as well as our own professional designation and graduate programs. Below you can see the numbers from 2014, which illustrate earnings increases for all of our programs.

 

Download the complete

Survey of Trends

2014 Survey of Trends
2.9 MiB
Details
2011 Survey of Trends
5.9 MiB
Details
2009 Survey of Trends
1.4 MiB
Details
2008 Survey of Trends
1.5 MiB
Details